KilterHowling LLC
SEC Form 13F institutional filer · CIK 0001759354
13F-HR · 27 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
89.8%
KilterHowling LLC — $116M AUM allocation strategy
KilterHowling LLC files SEC Form 13F and reports $116M of long US equity value across 27 reported holdings for 2026-03-31.
Its largest sector bet is Financials 32.1%, followed by Information Technology 7.4% and Communication Services 1.6%.
The top 10 holdings account for 90% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
KilterHowling LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$116M
total across 27 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
90% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +105K sh · +$2.28M+$VTI +3.44K sh · +$1.09M+$XOM +1.92K sh · +$710K
Biggest trims (shares)
−$IVV −60.4K sh · −$3.02M−$GOOGL −456 sh · −$275K−$PG −34 sh · −$1.38K
Exited to nil (held last quarter, gone now)
$COST ($494K last qtr)$TMO ($234K last qtr)$NOW ($232K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage27.5%—
- Technology Hardware, Storage & Peripherals3.4%—
- Semiconductors2.4%—
- Multi-Sector Holdings2.0%—
- Diversified Banks1.6%—
- Interactive Media & Services1.6%—
- Broadline Retail1.5%—
- Pharmaceuticals1.5%—
- Other holdings58.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.37M | $31.9M | +105K | 27.5% |
| $AAPL | Apple Inc | 15.5K | $3.94M | +1.63K | 3.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 4.82K | $2.31M | +150 | 2.0% |
| $JPM | JP Morgan Chase & Co | 6.2K | $1.82M | +782 | 1.6% |
| $AMZN | Amazon.com Inc | 8.26K | $1.72M | +867 | 1.5% |
| $LLY | Eli Lilly and Company | 1.85K | $1.7M | +1.16K | 1.5% |
| $XOM | ExxonMobil Holdings Corporation | 9.71K | $1.65M | +1.92K | 1.4% |
…and 20 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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